How We Work Together

 
 
 

While our firm’s primary focus is on creating comprehensive, fee-based financial plans, we understand that every client’s needs are unique. If a full financial plan isn’t the right fit for you, we’re happy to offer insurance services and investment advisory solutions on a standalone basis.

 

Comprehensive Financial Planning

  • Fully customized financial plan tailored to your specific goals and objectives

  • For a detailed breakdown of what’s included, please reach out to ask about our Comprehensive Planning Services overview

  • Ongoing contact will be consistent, with a minimum of two meetings per year

  • Fees vary based on complexity, with an upfront cost for the first year and ongoing fees begin in year two and are billed monthly

  • A complete, custom-written financial plan is included

Insurance Solutions

  • Provide insurance recommendations tailored to your individual needs and goals

  • Offering access to a range of individual insurance products

  • Ongoing contact will depend on the specific product and service provided

  • Compensation will be tailored to the type of product and level of service you choose

  • Please note: A written financial plan is not included with this service

Investment Advisory

  • Tailored investment strategies aligned with your goals, risk tolerance, and time horizon

  • Ongoing portfolio monitoring and rebalancing to help keep your investments on track

  • Personalized guidance on asset allocation and investment selection

  • Recommendations designed to support your specific investment objectives

  • Annual review meetings following implementation to assess progress and make adjustments as needed

  • Flexible fee structure based on the services you choose and the size of your account

  • Please note: A written financial plan is not included with this service